Adding Header and Footer Text

Related Topics

The Header and Footer Group Item Text Block - New/Update window lets you add or update a header or footer text block. To access the Header and Footer Group Item Text Block - New/Update window, on the Portico Explorer Bar, click Tools under the Administration menu. On the Tools menu bar, click Messages, point to Receipts, and click Headers and Footers.

Click the Group Type down arrow to select Header or Footer. To add a new header or footer group, click New. The Header and Footer Group - New window appears. To modify an existing header or footer group, click the group name in the Name column to display the Header and Footer Group - Update window. Click New to add a new group item. The Header and Footer Group Item - New/Update window appears. To add a new header or footer text block, click New. To modify an existing header or footer text block, click the ID in the Transaction ID(s) column.

Header and Footer Group Item Text Block - New

How do I? and Field Help

The Group Type field displays the group type: Header or Footer. The Group Name field displays the name of the header or footer group. The Item Name field displays the name of the header or footer item.

To add a header or footer text block, complete the following steps:

  1. Specify the transaction codes associated with the header or footer in the Transaction ID(s) field. Enter an * to print the text block on all transaction receipts.
  2. Select the Use as default text block check box to set the text as the default text block.
  3. In the Text Lines box, enter the text in the Text field.
Column Heading Description
# The line number of the endorsement.
Insert Click Ins to insert a blank row above the row. If you insert a blank line by accident (no text is entered and the Blank check box is not selected), when you click Save to save your changes, the system removes the blank row.
Blank Select the Blank check box to insert a blank line.
Bold Select the Bold check box to bold the text.
Align Click the Align down arrow to select the alignment.
Text The endorsement text

To copy header or footer text from an existing text block, click the Copy From down arrow to select the text block. Then, click Copy.

The maximum number of lines and maximum number of characters available appear to the right of the Text Lines box.

Click View to preview the text.

Click Save to save the header or footer text block. Click Cancel to cancel your changes and close the window.